- General
- New Releases and Announcements
- Getting to know FileTrac
How to Set up your FileTrac System
Support pages to assist with setting up your FileTrac system. Also includes the list of User Roles and User Access for both Clients and Employees.
- Quick Guide to Setting Up Your FileTrac System
- Companies and Branches Setup
- Settings Page Index
- Creating Standard Services and Fees (Settings Page- Admin Only)
- Creating a Common Fee Schedule (Settings Page- Admin Only)
- Creating Custom Services for Companies
- Creating a Custom Fee Schedule for a Company
- Adding New Users
- Understanding Employee User Roles and Access
- Understanding Client User Roles and Access